Pet Tasks Management

Accessing Pet Tasks

There are two ways to view and manage tasks related to pets:

From a Pet's Profile

1. Go to the pet's profile page
2. Scroll to the Tasks section (usually located on the right side)
3. View all tasks assigned to this specific pet

From the Task Boards

1. Navigate to the Boards section from the main menu
2. Select the appropriate task board
3. View tasks organized by status (To Do, In Progress, Done, etc.)
4. Filter tasks to see those assigned to specific pets

Creating New Tasks

Adding a Task from a Pet's Profile

1. Go to the pet's profile
2. In the Tasks section, click the Add Task button
3. Fill out the task details:

• Task name
• Description
• Due date and time
• Assignee (staff member responsible)
• Board to add the task to

4. Click Save to create the task

Adding a Task from Task Boards

1. Go to the Boards section
2. Select the appropriate board
3. Click Add Task (or the + button on a specific column)
4. Fill out the task details
5. Under "Pets," select the relevant pet(s) this task applies to
6. Click Save to create the task

Task Details

When creating or editing a task, you can specify:

• Task Name: Brief description of what needs to be done
• Description: Detailed instructions or information
• Due Date: When the task should be completed
• Priority: Importance level (Low, Medium, High)
• Assignee: Staff member responsible for the task
• Related Pets: Which pets this task involves
• Board: Which task board this belongs to
• Column: The status column (To Do, In Progress, etc.)
• Labels: Categories or tags for better organization

Managing Existing Tasks

Viewing Task Details

1. Click on any task card to open its details
2. View complete information about the task
3. See who created it and when
4. Check the task history and comments

Editing Tasks

1. Open the task details
2. Click Edit or modify fields directly
3. Make your changes
4. Click Save to update the task

Completing Tasks

1. Click on the task
2. Change its status to "Done" or drag it to the Done column
3. Add any completion notes if needed
4. Save the changes

Deleting Tasks

1. Open the task details
2. Click the Delete button
3. Confirm the deletion when prompted

Task Assignments

Assigning Tasks to Staff

1. When creating or editing a task, find the Assignee field
2. Select a staff member from the dropdown
3. Save the task
4. The assigned person will see this task on their dashboard

Self-Assigning Tasks

Staff members can take responsibility for unassigned tasks:

1. Open an unassigned task
2. Click the "Assign to me" option
3. Save the task

Recurring Tasks

For regular care tasks that need to happen on a schedule:

1. When creating a task, find the Recurring option
2. Set the frequency (Daily, Weekly, Monthly, etc.)
3. Specify an end date if applicable
4. Save the task
5. The system will automatically create future instances

Task Notifications

The system provides notifications for:

• Tasks assigned to you
• Upcoming deadlines
• Overdue tasks
• Task status changes
• Comments on tasks you're involved with

These appear in the notification center and can be set to send email reminders.

Pet-Specific Task Types

Common pet care tasks include:

• Medical: Medication administration, follow-up visits
• Training: Behavior exercises, socialization sessions
• Administrative: Document updates, photo sessions
• Care: Grooming, exercise, dietary needs
• Adoption Process: Meet-and-greets, home visits

Task Views and Filtering

Filtering Tasks

1. On the task board, use the filter button
2. Filter by:

• Assignee
• Pet
• Due date
• Priority
• Labels

Different Views

Toggle between different views:

• Board View: Kanban-style columns by status
• List View: Chronological list of tasks
• Calendar View: Tasks displayed by due date

Tasks and Archived Pets

Important limitations to note:

• You cannot add new tasks to archived pets
• Existing tasks for archived pets remain in the system
• Unarchiving a pet restores the ability to add tasks

Task Reporting

Generate reports on task completion:

1. Go to the Reports section
2. Select "Task Reports"
3. Set the parameters (date range, assignees, pet types, etc.)
4. Generate the report to track efficiency and workload